See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,456 | $54,762-22.5% | $90,281-53.0% | $72,985-41.8% |
| Participation rate | 68.9% | 65.1%+3.8pp | 73.3%-4.4pp | 69.5%-0.6pp |
| Annual return | 23.85% | 30.63%-6.8pp | 78.10%-54.2pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,223 | $2,092-41.5% | $2,854-57.1% | $2,440-49.9% |
| Participant deferral / active EE | $1,462 | $2,887-49.4% | $3,885-62.4% | $3,607-59.5% |
| Admin fee / account holder | $4,075 | $3,972+2.6% | $5,351-23.9% | $5,124-20.5% |